Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q1 2025 (March 31)403holders −1
46new positions
47sold out
3famous investors
$91.55avg. 13F price*
At the end of Q1 2025, 403 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, down 1 from Q4 2024. 46 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($475.3M), Morgan Stanley ($179.8M) and Stifel Financial Corp. ($173.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P Midcap Qual ETF
- CUSIP
- 46137V472
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $117.3M |
| Exits | 47 | $71.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,050,605 shares bought and 7,641,015 shares sold, net −3,590,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| LPL Financial LLC | 0.18% | Reduce -2.8% | 5,192,398 | $475.3M |
| Morgan Stanley | 0.01% | Reduce -9.9% | 1,963,884 | $179.8M |
| Stifel Financial Corp. | 0.18% | Add +5.1% | 1,889,977 | $173.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -8.7% | 1,840,029 | $168.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.9% | 1,366,191 | $125.1M |
| Commonwealth Equity Services, LLC | 0.17% | Add +6.6% | 1,273,426 | $116.6M |
| Benjamin Edwards Inc. | 1.55% | Add +2.4% | 1,212,974 | $111.0M |
| Annex Advisory Services, LLC | 2.88% | Add +5.4% | 1,109,163 | $101.5M |
| Raymond James Financial Inc. | 0.04% | Add +10.2% | 1,037,099 | $94.9M |
| Cetera Investment Advisers | 0.13% | Add +23.2% | 731,980 | $67.0M |
| MML Investors Services, LLC | 0.20% | Add +8.6% | 663,731 | $60.8M |
| Syntegra Private Wealth Group, LLC | 6.85% | Reduce -9.9% | 640,298 | $58.6M |
| Bank of America Corp. | 0.01% | Add +11.4% | 631,987 | $57.8M |
| Edmond DE Rothschild Holding S.A. | 0.97% | Reduce -31.8% | 603,301 | $55.2M |
| Osaic Holdings, Inc. | 0.12% | Reduce -29.4% | 593,856 | $54.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +33.8% | 578,294 | $52.9M |
| Confluence Investment Management LLC | 0.72% | Add +0.9% | 548,049 | $50.2M |
| Jones Financial Companies LLLP | 0.04% | Add +37.4% | 531,383 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -9.8% | 471,680 | $43.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -41.8% | 460,261 | $42.1M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -63.9% | 383,735 | $40.8M |
| Wells Fargo & Company | 0.01% | Add +53.5% | 399,535 | $36.6M |
| Capital Planning Advisors, LLC | 5.17% | Add +5.5% | 365,770 | $33.5M |
| Focus Partners Wealth | 0.08% | Reduce -0.9% | 428,064 | $33.3M |
| Straightline Group LLC | 21.45% | New | 362,032 | $33.2M |
| Trilogy Capital Inc. | 1.63% | Reduce -34.5% | 338,633 | $31.0M |
| Focus Financial Network, Inc. | 1.13% | Add +7.3% | 302,492 | $27.7M |
| Crestwood Advisors Group, LLC | 0.52% | New | 297,511 | $27.2M |
| Avantax Advisory Services, Inc. | 0.16% | Reduce -3.7% | 295,613 | $27.1M |
| TruWealth Advisors, LLC | 1.61% | Add +45.6% | 290,700 | $26.6M |
| UMB Bank, n.a. | 0.44% | Add +156.2% | 289,341 | $26.5M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 282,913 | $25.9M |
| NewEdge Advisors, LLC | 0.15% | Add +100.0% | 273,681 | $25.0M |
| Private Advisor Group, LLC | 0.14% | Reduce -6.2% | 256,527 | $23.5M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +9.6% | 231,298 | $21.2M |
| UBS Group AG | 0.00% | Reduce -26.3% | 208,764 | $19.1M |
| Adamsbrown Wealth Consultants LLC | 5.74% | Add +27.1% | 199,733 | $18.3M |
| KPP Advisory Services LLC | 3.34% | Add +5.6% | 192,164 | $17.6M |
| Equitable Holdings, Inc. | 0.16% | Reduce -19.3% | 186,652 | $17.1M |
| Foundations Investment Advisors, LLC | 0.30% | Add +5519.3% | 175,884 | $16.1M |
| Hengehold Capital Management LLC | 1.52% | Reduce -0.0% | 174,518 | $16.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -9.4% | 172,406 | $15.8M |
| Good Life Advisors, LLC | 1.09% | Add +6.8% | 169,742 | $15.5M |
| Sandy Spring Bank | 0.60% | Add +122.2% | 156,172 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -4.6% | 151,585 | $13.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | Add +3.0% | 147,696 | $13.5M |
| Family Investment Center, Inc. | 3.03% | Reduce -38.4% | 135,440 | $12.4M |
| Masso Torrence Wealth Management Inc. | 6.31% | Add +5.5% | 129,150 | $11.8M |
| Wealthspire Retirement, LLC | 0.91% | Add +6.7% | 125,085 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +22.0% | 121,616 | $11.1M |
| First International Bank & Trust | 3.49% | New | 120,499 | $11.0M |
| Hunter Associates Investment Management LLC | 1.66% | Add +23.9% | 118,023 | $10.8M |
| Sowell Financial Services LLC | 0.49% | Reduce -5.4% | 116,553 | $10.7M |
| Sax Wealth Advisors, LLC | 0.76% | Add +18.1% | 116,468 | $10.7M |
| Madrona Financial Services, LLC | 2.83% | Add +125.1% | 112,266 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.63% | Add +19.1% | 110,270 | $10.1M |
| Fifth Third Securities, Inc. | 0.85% | Add +2.6% | 110,079 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -7.1% | 107,579 | $9.8M |
| Enzi Wealth | 3.93% | Add +6.5% | 105,613 | $9.7M |
| Aveo Capital Partners, LLC | 1.61% | Add +10.3% | 102,590 | $9.7M |
| Smith, Moore & Co. | 0.88% | Add +4.1% | 103,942 | $9.5M |
| Corecam Pte. Ltd. | 5.11% | Add +39.2% | 101,810 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.9% | 100,983 | $9.2M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +3.9% | 100,983 | $9.2M |
| NewEdge Wealth, LLC | 0.17% | Add +12.6% | 100,675 | $9.2M |
| Spectrum Wealth Advisory Group, LLC | 4.40% | Reduce -18.9% | 100,259 | $9.2M |
| Traction Financial Partners, LLC | 7.12% | Add +594.3% | 99,575 | $9.1M |
| WCG Wealth Advisors LLC | 0.69% | Add +4.5% | 99,150 | $9.1M |
| NBZ Investment Advisors LLC | 5.13% | Add +26.9% | 96,952 | $8.9M |
| Merit Financial Group, LLC | 0.13% | Add +9.5% | 94,816 | $8.7M |
| Prevail Innovative Wealth Advisors, LLC | 2.31% | Add +34.1% | 94,627 | $8.7M |
| Sierra Ocean, LLC | 6.82% | Add +10.0% | 94,400 | $8.6M |
| Cypress Capital Group | 1.08% | Add +46.6% | 90,408 | $8.3M |
| Altus Wealth Group LLC | 3.83% | Add +67.8% | 89,248 | $8.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +11.9% | 88,362 | $8.1M |
| Level Four Advisory Services, LLC | 0.33% | Reduce -1.1% | 87,600 | $8.0M |
| Modern Wealth Management, LLC | 0.25% | Add +25.3% | 85,576 | $7.8M |
| Mgo One Seven LLC | 0.30% | Reduce -14.8% | 83,388 | $7.6M |
| Concord Wealth Partners | 1.22% | Add +50.1% | 81,326 | $7.4M |
| Dahring | Cusmano LLC | 6.32% | Add +6.9% | 80,160 | $7.3M |
| Concord Asset Management, LLC | 1.56% | Add +52.7% | 78,959 | $7.1M |
| Lighthouse Wealth Management Inc. | 6.37% | Reduce -1.7% | 75,957 | $7.0M |
| Bleakley Financial Group, LLC | 0.22% | New | 74,448 | $6.8M |
| Precedent Wealth Partners, LLC | 1.86% | Add +66.3% | 73,093 | $6.7M |
| Principle Wealth Partners LLC | 0.47% | Reduce -2.8% | 72,159 | $6.6M |
| Trivium Point Advisory, LLC | 0.81% | Add +58.3% | 70,930 | $6.5M |
| Mfa Wealth Advisors, LLC | 1.59% | Add +6.6% | 70,062 | $6.4M |
| LYNX Capital Group Ltd. | 3.18% | Add +9.2% | 67,468 | $6.2M |
| IHT Wealth Management, LLC | 0.19% | Reduce -8.6% | 67,341 | $6.2M |
| Anfield Capital Management, LLC | 2.28% | New | 67,330 | $6.2M |
| GWN Securities Inc. | 0.34% | Add +704.2% | 61,995 | $6.1M |
| Atticus Wealth Management, LLC | 1.97% | New | 65,874 | $6.0M |
| USAdvisors Wealth Management, LLC | 2.10% | Add +0.2% | 65,724 | $6.0M |
| Principal Securities, Inc. | 0.13% | No change | 61,005 | $6.0M |
| Integras Partners LLC | 5.68% | Reduce -1.1% | 64,756 | $5.9M |
| DHJJ Financial Advisors, Ltd. | 2.34% | Add +4.6% | 63,423 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.39% | Reduce -16.6% | 63,079 | $5.8M |
| TrueWealth Advisors, LLC | 1.84% | Add +14.8% | 61,346 | $5.6M |
| Gotham Asset Management | 0.05% | Add +35.4% | 60,700 | $5.6M |
| Advisory Services Network, LLC | 0.11% | Add +8.3% | 60,243 | $5.5M |
| Visionary Wealth Advisors | 0.33% | Reduce -6.3% | 59,565 | $5.5M |
| CENTRAL TRUST Co | 0.13% | Add +2.9% | 57,812 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +13.0% | 57,352 | $5.2M |
| Mason & Associates Inc | 1.30% | Add +5.7% | 57,300 | $5.2M |
| Liberty One Investment Management, LLC | 0.53% | Reduce -3.1% | 56,877 | $5.2M |
| WealthCare Investment Partners, LLC | 2.20% | Add +7.8% | 60,396 | $5.2M |
| Aspen Wealth Strategies, LLC | 3.39% | Reduce -34.4% | 56,546 | $5.2M |
| Kovack Advisors, Inc. | 0.54% | Reduce -0.2% | 56,043 | $5.1M |
| Clark Wealth Partners | 3.78% | Reduce -58.3% | 55,694 | $5.1M |
| Eastern Bank | 0.10% | Reduce -89.3% | 55,306 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -18.4% | 55,038 | $5.0M |
| Perennial Investment Advisors, LLC | 0.56% | Add +7.0% | 54,553 | $5.0M |
| Burns Matteson Capital Management, LLC | 2.65% | Reduce -4.1% | 53,859 | $4.9M |
| Meridian Wealth Management, LLC | 0.24% | Add +0.2% | 53,795 | $4.9M |
| World Investment Advisors | 0.13% | Add +2.0% | 53,737 | $4.9M |
| Sigma Planning Corp | 0.16% | Add +3.8% | 53,726 | $4.9M |
| Harbour Investments, Inc. | 0.14% | Add +8.6% | 52,785 | $4.8M |
| Financial Partners Group, Inc | 0.74% | Reduce -77.4% | 52,355 | $4.8M |
| Mascagni Wealth Management, Inc. | 4.76% | No change | 52,305 | $4.8M |
| Sovran Advisors, LLC | 0.60% | Reduce -18.1% | 52,709 | $4.7M |
| Victory Financial Group, LLC | 0.89% | Add +251.7% | 51,911 | $4.6M |
| Snider Financial Group | 1.47% | Add +6.2% | 49,537 | $4.5M |
| Forge Financial Services LLC | 3.90% | Add +4.5% | 48,208 | $4.4M |
| Milestone Investment Advisors LLC | 1.20% | Reduce -71.5% | 47,252 | $4.3M |
| PSI Advisors, LLC | 1.38% | Add +1.9% | 46,507 | $4.3M |
| Atlantic Edge Private Wealth Management, LLC | 1.27% | Reduce -7.3% | 45,346 | $4.2M |
| Onyx Bridge Wealth Group LLC | 0.59% | Add +93.7% | 44,984 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 44,907 | $4.1M |
| Ameritas Advisory Services, LLC | 0.17% | Add +4.4% | 44,664 | $4.1M |
| Journey Advisory Group, LLC | 0.33% | Reduce -51.3% | 44,156 | $4.0M |
| Live Oak Investment Partners | 3.18% | New | 44,092 | $4.0M |
| PFG Advisors | 0.22% | Add +2.2% | 43,087 | $3.9M |
| PCG Wealth Advisors, LLC | 1.35% | Reduce -16.7% | 42,392 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -19.9% | 42,104 | $3.9M |
| New Millennium Group LLC | 2.52% | Add +6.7% | 41,899 | $3.8M |
| Vista Cima Wealth Management LLC | 4.10% | Add +6.6% | 41,587 | $3.8M |
| CPC Advisors, LLC | 0.51% | Reduce -0.2% | 40,564 | $3.7M |
| &partners | 0.04% | Add +12.1% | 40,244 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -1.6% | 39,706 | $3.6M |
| Sagace Wealth Management LLC | 2.71% | Reduce -0.2% | 39,103 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +2.9% | 39,027 | $3.6M |
| Stephens Consulting, LLC | 0.88% | Add +11.3% | 38,420 | $3.5M |
| Concentrum Wealth Management | 1.22% | Add +24.1% | 36,068 | $3.3M |
| MAI Capital Management | 0.02% | Add +38.3% | 35,883 | $3.3M |
| Virtue Capital Management, LLC | 0.36% | New | 33,946 | $3.1M |
| Centerpoint Advisory Group | 3.05% | Reduce -0.1% | 33,937 | $3.1M |
| Penobscot Wealth Management | 1.30% | Reduce -17.8% | 33,770 | $3.1M |
| Liberty Square Wealth Partners LLC | 1.17% | Add +12.6% | 33,587 | $3.1M |
| WFA Asset Management Corp | 1.55% | Reduce -84.4% | 26,934 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.6% | 31,657 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +15.5% | 31,516 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -25.5% | 30,497 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -30.2% | 30,294 | $2.8M |
| Bfsg, LLC | 0.33% | Add +2.3% | 30,068 | $2.8M |
| Peak Financial Advisors LLC | 1.38% | Add +21.4% | 29,584 | $2.7M |
| Fermata Advisors, LLC | 0.49% | Reduce -71.0% | 29,447 | $2.7M |
| United Asset Strategies, Inc. | 0.24% | Add +8.7% | 28,105 | $2.6M |
| Avior Wealth Management, LLC | 0.10% | Reduce -20.3% | 27,757 | $2.5M |
| Family Capital Management, Inc. | 1.55% | Add +4.8% | 27,501 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Add +22.3% | 26,394 | $2.4M |
| Tempus Wealth Planning, LLC | 0.70% | Reduce -0.2% | 25,607 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +7.4% | 25,568 | $2.3M |
| Duncan Williams Asset Management, LLC | 0.84% | Add +7.1% | 25,541 | $2.3M |
| Citadel Advisors | 0.00% | Add +138.3% | 24,991 | $2.3M |
| Tableaux LLC | 1.55% | Reduce -65.6% | 23,522 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -79.5% | 23,273 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.3% | 23,236 | $2.1M |
| CHB Investment Group, LLC | 1.13% | Add +1.0% | 23,156 | $2.1M |
| New Insight Wealth Advisors | 0.95% | Add +65.2% | 22,850 | $2.1M |
| Secure Asset Management, LLC | 0.42% | Reduce -75.2% | 22,633 | $2.1M |
| VestGen Advisors, LLC | 0.09% | — | 22,532 | $2.1M |
| Horizon Family Wealth, Inc. | 1.37% | Reduce -0.9% | 22,397 | $2.1M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -11.6% | 22,108 | $2.0M |
| Wiser Advisor Group LLC | 2.98% | Add +8.8% | 22,041 | $2.0M |
| Redhawk Wealth Advisors, Inc. | 0.27% | Reduce -65.6% | 22,007 | $2.0M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -7.7% | 21,151 | $1.9M |
| Priebe Wealth Holdings LLC | 1.19% | Add +108.8% | 20,830 | $1.9M |
| Financial Freedom, LLC | 1.04% | Reduce -17.6% | 19,787 | $1.8M |
| SkyView Investment Advisors, LLC | 0.27% | Reduce -23.8% | 19,776 | $1.8M |
| Comerica Bank | 0.01% | Reduce -2.5% | 19,731 | $1.8M |
| Marshall Financial Group, LLC | 0.39% | New | 19,663 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 19,592 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +8.7% | 18,977 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.7% | 18,865 | $1.7M |
| Arax Advisory Partners | 0.11% | New | 18,311 | $1.7M |
| Creative Planning | 0.00% | Add +5.8% | 17,946 | $1.6M |
| Independent Advisor Alliance | 0.05% | Reduce -92.5% | 17,751 | $1.6M |
| GGM Financial LLC | 1.10% | Reduce -20.8% | 17,669 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -43.2% | 17,142 | $1.6M |
| Creative Financial Designs Inc. | 0.12% | Add +13.0% | 17,013 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -21.8% | 16,640 | $1.5M |
| TD Capital Management LLC | 0.15% | Reduce -13.9% | 16,444 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +7.0% | 16,253 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.49% | No change | 15,053 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -54.1% | 15,923 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -29.1% | 15,848 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -41.3% | 15,109 | $1.4M |
| Schwallier Wealth Management LLC | 1.02% | Reduce -87.0% | 15,074 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.47% | New | 14,976 | $1.4M |
| Westfuller Advisors, LLC | 0.91% | Add +1.3% | 14,836 | $1.4M |
| Roman Butler Fullerton & Co. | 0.53% | Reduce -1.5% | 15,264 | $1.4M |
| WESCAP Management Group, Inc. | 0.32% | New | 14,289 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +23.8% | 14,133 | $1.3M |
| LWM Advisory Services, LLC | 0.89% | Reduce -33.5% | 13,970 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +11.6% | 13,877 | $1.3M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -98.3% | 13,675 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -4.6% | 13,637 | $1.2M |
| WPG Advisers, LLC | 1.16% | Add +20.1% | 13,553 | $1.2M |
| Biltmore Family Office, LLC | 0.21% | Reduce -1.8% | 13,551 | $1.2M |
| Pacific Center for Financial Services | 0.32% | Reduce -94.2% | 13,292 | $1.2M |
| Harbor Investment Advisory, LLC | 0.12% | Add +2.6% | 13,122 | $1.2M |
| Founders Financial Securities LLC | 0.10% | Add +12.1% | 13,026 | $1.2M |
| HRT Financial LP | 0.01% | New | 12,803 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +25.1% | 12,582 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 12,230 | $1.1M |
| Cadent Capital Advisors, LLC | 0.41% | New | 11,828 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -0.5% | 11,400 | $1.0M |
| Breakwater Capital Group | 0.18% | Add +0.5% | 11,228 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.82% | — | 10,996 | $1.0M |
| Synergy Investment Management, LLC | 0.42% | Add +726.0% | 10,887 | $996K |
| Centaurus Financial, Inc. | 0.06% | Add +35.0% | 10,869 | $995K |
| Cwm, LLC | 0.00% | Add +26.6% | 10,691 | $979K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -43.1% | 10,695 | $979K |
| Opulen Financial Group LLC | 0.87% | Add +2.8% | 10,429 | $955K |
| Pacific Sun Financial Corp | 0.53% | Add +14.1% | 10,262 | $939K |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 10,140 | $928K |
| HM Payson & Co. | 0.02% | No change | 9,900 | $906K |
| DORVAL Corp | 0.36% | New | 9,392 | $902K |
| Wingate Wealth Advisors, Inc. | 1.03% | Add +0.2% | 9,798 | $897K |
| Landmark Wealth Management, Inc. | 0.40% | Reduce -90.1% | 9,135 | $836K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.0% | 9,121 | $835K |
| Global Assets Advisory, LLC | 0.15% | Add +133.6% | 9,078 | $804K |
| Elm3 Financial Group, LLC | 0.69% | Add +2.1% | 8,536 | $781K |
| Reliant Investment Partners, LLC | 0.79% | Reduce -1.6% | 8,462 | $775K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.7% | 8,312 | $761K |
| DHK Financial Advisors, Inc. | 0.40% | Add +0.2% | 8,031 | $735K |
| Berger Financial Group, Inc | 0.05% | Reduce -2.5% | 7,857 | $719K |
| Arkadios Wealth Advisors | 0.03% | Add +3.3% | 7,802 | $714K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Reduce -0.5% | 7,702 | $705K |
| HB Wealth Management, LLC | 0.01% | New | 7,596 | $695K |
| CW Advisors, LLC | 0.01% | New | 7,562 | $695K |
| Wise Wealth Partners | 1.66% | Reduce -31.1% | 7,568 | $693K |
| Legacy Financial Advisors, Inc. | 0.11% | Reduce -1.6% | 7,449 | $682K |
| Alaska Wealth Advisors, LLC | 0.11% | Reduce -88.7% | 7,410 | $678K |
| Redwood Financial Network Corp | 0.51% | Reduce -2.3% | 7,344 | $672K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -9.3% | 7,144 | $654K |
| Meridian Financial Advisors, LLC | 0.45% | Reduce -6.1% | 7,082 | $648K |
| Denver Wealth Management, Inc. | 0.29% | Add +97.6% | 7,061 | $646K |
| Flow Traders U.S. LLC | 0.03% | New | 7,034 | $644K |
| SageView Advisory Group, LLC | 0.03% | Add +0.0% | 6,992 | $640K |
| Whitaker-Myers Wealth Managers, LTD. | 0.18% | Add +3.0% | 6,861 | $628K |
| Golden State Wealth Management, LLC | 0.09% | Add +21.4% | 6,836 | $626K |
| Csenge Advisory Group | 0.04% | Reduce -56.3% | 7,057 | $624K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,788 | $621K |
| XY Planning Network, Inc. | 0.41% | Add +7.4% | 6,695 | $613K |
| Andina Capital Management, LLC | 0.44% | Reduce -22.3% | 6,686 | $612K |
| FMR LLC | 0.00% | Add +6.1% | 6,580 | $602K |
| Park Avenue Securities LLC | 0.01% | Add +49.9% | 6,544 | $599K |
| Symphony Financial Services, Inc. | 0.39% | Reduce -2.6% | 6,515 | $596K |
| Money Concepts Capital Corp. | 0.04% | Add +1.0% | 6,475 | $593K |
| Moneco Advisors, LLC | 0.06% | Reduce -2.6% | 6,418 | $587K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $567K |
| Cathy Pareto & Associates, Inc. | 0.50% | Reduce -35.3% | 6,156 | $563K |
| NFSG Corp | 0.14% | Reduce -32.3% | 6,100 | $558K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -68.7% | 6,049 | $554K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,042 | $553K |
| Fairway Financial, LLC | 0.50% | Add +55.9% | 6,037 | $553K |
| Bank of Marin | 0.69% | No change | 5,953 | $545K |
| TrueMark Investments, LLC | 0.14% | New | 5,766 | $528K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.3% | 5,722 | $524K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.6% | 5,710 | $523K |
| Private Trust Co. NA | 0.05% | Add +239.0% | 5,651 | $517K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Reduce -8.4% | 5,750 | $511K |
| Goepper Burkhardt LLC | 0.20% | New | 5,579 | $511K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.5% | 5,417 | $502K |
| Solutions 4 Wealth, Ltd | 0.86% | Add +1.9% | 5,337 | $488K |
| Trustmark Bank Trust Department | 0.04% | No change | 5,262 | $482K |
| GTS Securities LLC | 0.02% | New | 5,246 | $480K |
| Allie Family Office LLC | 0.26% | Add +104.8% | 5,244 | $480K |
| Belmont Capital, LLC | 0.09% | New | 5,188 | $475K |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.8% | 5,116 | $468K |
| Compass Financial Services Inc | 0.24% | Reduce -4.0% | 5,094 | $466K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.2% | 5,083 | $465K |
| Roxbury Financial LLC | 0.45% | Reduce -0.5% | 4,837 | $465K |
| JBR Co Financial Management Inc | 0.27% | Reduce -26.0% | 5,016 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,988 | $457K |
| AE Wealth Management LLC | 0.00% | Reduce -12.7% | 4,972 | $455K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -45.6% | 4,939 | $452K |
| Colonial River Investments, LLC | 0.24% | Reduce -78.1% | 4,829 | $442K |
| OneAscent Wealth Management LLC | 0.19% | Reduce -0.0% | 4,764 | $436K |
| Trexquant Investment LP | 0.01% | Add +44.0% | 4,713 | $431K |
| Total Clarity Wealth Management, Inc. | 0.14% | No change | 4,314 | $425K |
| Southland Equity Partners LLC | 0.10% | Add +20.2% | 4,628 | $424K |
| Crew Capital Management, Ltd | 0.35% | Add +5.4% | 4,618 | $423K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.3% | 4,561 | $417K |
| Nwam LLC | 0.04% | Reduce -0.4% | 4,515 | $413K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $412K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -79.5% | 4,468 | $409K |
| OMNI 360 Wealth, Inc. | 0.27% | Reduce -1.8% | 4,398 | $403K |
| HRC Wealth Management, LLC | 0.25% | Add +1.1% | 4,343 | $398K |
| Northwest Financial Advisors | 0.33% | Add +20.5% | 4,337 | $397K |
| Investmark Advisory Group LLC | 0.19% | Reduce -21.9% | 4,275 | $391K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.1% | 4,120 | $377K |
| Wimmer Associates 1, LLC | 0.20% | No change | 3,785 | $375K |
| Presidio Capital Management, LLC | 0.15% | New | 4,040 | $370K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +16.3% | 3,915 | $358K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -77.3% | 3,785 | $346K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -23.8% | 3,743 | $343K |
| Ayalon Insurance Comp Ltd. | 0.11% | No change | 3,730 | $341K |
| Brookstone Capital Management | 0.00% | Add +1.7% | 3,684 | $337K |
| Willner & Heller, LLC | 0.31% | Reduce -1.1% | 3,668 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.5% | 3,658 | $335K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 3,733 | $329K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Reduce -45.1% | 3,560 | $326K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -13.6% | 3,520 | $322K |
| Western Wealth Management, LLC | 0.02% | Reduce -91.4% | 3,485 | $319K |
| Brown Financial Advisory | 0.20% | New | 3,425 | $314K |
| Compound Planning, Inc. | 0.01% | Add +9.2% | 3,366 | $308K |
| Mutual Advisors, LLC | 0.01% | Reduce -59.9% | 3,361 | $308K |
| Absolute Capital Management, LLC | 0.18% | Reduce -12.4% | 3,343 | $306K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +27.1% | 3,278 | $300K |
| Koshinski Asset Management, Inc. | 0.03% | Add +10.1% | 3,226 | $295K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 3,221 | $295K |
| Mission Financial Group, LLC | 0.27% | — | 2,837 | $293K |
| 360 Financial, Inc. | 0.11% | Reduce -6.6% | 3,201 | $293K |
| Bogart Wealth, LLC | 0.01% | Reduce -99.2% | 3,180 | $291K |
| Axis Wealth Partners, LLC | 0.21% | New | 3,106 | $284K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.0% | 3,409 | $280K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -3.6% | 2,978 | $273K |
| Alpha Financial Advisors, LLC | 0.12% | New | 2,934 | $269K |
| Strategic Blueprint, LLC | 0.01% | Add +1.4% | 2,846 | $261K |
| Narus Financial Partners, LLC | 0.09% | Reduce -22.9% | 2,799 | $256K |
| Berkeley, Inc | 0.12% | New | 2,775 | $254K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -5.6% | 2,775 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +14.9% | 2,771 | $254K |
| Continuum Advisory, LLC | 0.03% | Add +10.4% | 2,764 | $253K |
| Kane Investment Management, Inc. | 0.12% | Reduce -55.4% | 2,671 | $244K |
| HSBC Holdings PLC | 0.00% | New | 2,619 | $240K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 2,535 | $238K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -16.7% | 2,500 | $229K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2529.3% | 2,419 | $221K |
| Betterment LLC | 0.00% | New | 2,370 | $217K |
| Two Sigma Securities, LLC | 0.03% | New | 2,349 | $215K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,321 | $212K |
| Schrum Private Wealth Management LLC | 0.19% | No change | 2,300 | $211K |
| AdvisorNet Financial, Inc | 0.02% | New | 2,262 | $207K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.7% | 2,143 | $196K |
| Ameriflex Group, Inc. | 0.07% | Add +0.2% | 1,964 | $180K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.2% | 1,714 | $157K |
| Operose Advisors LLC | 0.05% | No change | 1,675 | $153K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 1,604 | $147K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -33.6% | 1,477 | $135K |
| Belvedere Trading LLC | 0.01% | New | 1,400 | $128K |
| IFP Advisors, Inc | 0.00% | Add +4.2% | 1,379 | $126K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,336 | $122K |
| Assetmark, Inc. | 0.00% | Reduce -14.9% | 1,316 | $120K |
| Hughes Financial Services, LLC | 0.02% | New | 1,064 | $99K |
| MPWM Advisory Solutions, LLC | 0.07% | Reduce -26.1% | 1,035 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +12.5% | 900 | $82K |
| Valley National Advisers Inc. | 0.01% | New | 867 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -4.3% | 844 | $77K |
| Coldstream Capital Management Inc. | 0.00% | New | 783 | $72K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 683 | $63K |
| Capital Analysts, LLC | 0.00% | Add +51.6% | 482 | $44K |
| Lanark Financial, Inc. | 0.00% | — | 476 | $43K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $43K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -15.5% | 464 | $42K |
| Spire Wealth Management | 0.00% | Reduce -7.9% | 383 | $35K |
| Crewe Advisors LLC | 0.00% | New | 361 | $33K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 323 | $30K |
| Westside Investment Management, Inc. | 0.01% | Reduce -75.5% | 300 | $28K |
| Oakworth Capital, Inc. | 0.00% | No change | 288 | $26K |
| Bellwether Advisors, LLC | 0.01% | No change | 286 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 277 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Add +175.0% | 264 | $24K |
| Fifth Third Bancorp | 0.00% | New | 261 | $24K |
| Nova Wealth Management, Inc. | 0.02% | Reduce -28.7% | 234 | $21K |
| BlackRock, Inc. | 0.00% | New | 228 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 218 | $20K |
| Allworth Financial LP | 0.00% | Add +345.6% | 205 | $19K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $18K |
| Peoples Bank | 0.01% | No change | 199 | $18K |
| Tsfg, LLC | 0.00% | No change | 200 | $18K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -99.3% | 180 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 170 | $16K |
| Ancora Advisors LLC | 0.00% | Add +59.8% | 147 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 120 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -70.3% | 115 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 110 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -47.4% | 100 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 69 | $7K |
| Cheviot Value Management, LLC | 0.00% | New | 68 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 71 | $6K |
| Signaturefd, LLC | 0.00% | No change | 56 | $5K |
| Wagner Wealth Management, LLC | 0.00% | No change | 55 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 54 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.9% | 50 | $5K |
| Noble Wealth Management PBC | 0.00% | Reduce -37.3% | 37 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 37 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 31 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +25.0% | 25 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -99.8% | 1 | $0 |
"% of holder's portfolio" is XMHQ's weight in each manager's 13F, not the share of Invesco S&P Midcap Qual ETF the manager owns.